1. From your dashboard, hover over the left-hand menu. Place your mouse pointer here.
2. The tab should appear as illustrated below.
3. Click Settings.
4. Click Deals Automations
5. Click Create Automation
Deals & Automations: How To Add/Create Automations
Automations help streamline your workflow by triggering actions automatically when specific conditions are met within your Deals pipeline. This guide will walk you through how to create and manage automations effectively